Mr. Meckstroth joined City National Rochdale in 2011. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Previously, Mr. Meckstroth was employed by Conifer Securities as a Market Data Analyst, where his responsibilities included daily valuations of client portfolios and consulting with hedge fund and alternative asset managers on best practices for trading, fund accounting, and portfolio valuation. Prior to that, he worked at Citigroup specializing in corporate actions in the U.S and Latin American markets.
Mr. Meckstroth earned his BA in Economics and BS in Marketing from the University of Florida and his MBA at the Haas School of Business at the University of California at Berkeley. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Mr. Meckstroth is a national champion bridge player and in his free time enjoys playing sports and travelling internationally with his wife, Fay, and son, Hunter.
Check the background of registered investment professionals on FINRA's BrokerCheck